So much more than just a research tool, FE Analytics has evolved to support an advisers' complete investment proposition.
Watch the video to learn more.
White Paper: ESG Investing - Entering the Mainstream
ESG investing is no longer a 'subset' or niche area for the investment industry and its participants. With new regulations on the horizon and as investor consciousness increases, fund managers can no longer ignore ESG factors when developing their propositions.
Our Managed Portfolio Service enables you to confidently recommend risk-targeted portfolios to your clients, while we look after the underlying investment decisions, reporting, regulation and governance.
Click the video to learn more about our award-winning service.
News and Insights
You can’t manage what you can’t measure
Selecting your client’s investments is just the beginning of your work as their adviser. Arguably, the greater and more time-consuming part of the process is in the monitoring and review of their portfolios to ensure they are progressing towards their chosen financial goals.